KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.23B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12.5M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.74M
5
FANG icon
Diamondback Energy
FANG
+$8.65M

Top Sells

1
+$17.8M
2
+$11.8M
3
+$10.1M
4
AMGN icon
Amgen
AMGN
+$9.56M
5
CMA icon
Comerica
CMA
+$7.18M

Sector Composition

1 Technology 13.88%
2 Consumer Discretionary 5.66%
3 Healthcare 5.5%
4 Financials 5.47%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.79M 0.07%
27,779
+1,425
277
$2.78M 0.07%
+42,826
278
$2.77M 0.07%
20,209
-303
279
$2.76M 0.07%
15,821
-13,854
280
$2.69M 0.06%
34,664
+6,707
281
$2.69M 0.06%
50,658
+5,743
282
$2.68M 0.06%
49,590
-1,500
283
$2.61M 0.06%
38,690
-235
284
$2.61M 0.06%
16,037
+1,539
285
$2.6M 0.06%
28,472
+1,514
286
$2.59M 0.06%
110,615
-297
287
$2.58M 0.06%
36,070
+27,441
288
$2.55M 0.06%
20,577
-582
289
$2.55M 0.06%
93,565
-509
290
$2.54M 0.06%
33,713
-9,096
291
$2.54M 0.06%
79,318
-34,171
292
$2.51M 0.06%
27,124
+246
293
$2.5M 0.06%
42,580
+9
294
$2.49M 0.06%
17,666
+10,940
295
$2.49M 0.06%
40,735
+5,118
296
$2.48M 0.06%
56,907
-42,524
297
$2.44M 0.06%
67,720
-2,635
298
$2.44M 0.06%
46,159
+7,649
299
$2.42M 0.06%
8,330
-6,360
300
$2.41M 0.06%
11,296
+421
10 11
12
13 14